Madison Wealth Partners, Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Madison Wealth Partners, Inc reported 220 stock positions worth $627.0 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 10.2% of the portfolio, followed by iShares Flex I A ETF-Usd (BINC, 7.1%) and Fidelity Enhanced Mid Cap (FMDE, 7.0%). Compared with Q4 2025, it opened 24 new positions, sold out of 11, added to 141 and reduced 41. The biggest buy was Fidelity Enhanced Mid Cap (FMDE, shares +12923%) and the biggest sale iShares Core Dividend Growth (DGRO, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, WI
- CIK
- 0001844424
- Portfolio Value
- $627.0M (Q1 2026)
- SEC Filing
- 0001104659-26-052362 ↗ filed Apr 30, 2026
Holdings Value
Holdings 220 stocks · $627.0M
| IUSG iShares Core S&P U.S. Growth | 10.16% | 410,554 | $63.7M | Add +2.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 7.14% | 861,802 | $44.8M | Add +6.2% |
| FMDE Fidelity Enhanced Mid Cap Co. | 7.03% | 1,226,135 | $44.1M | Add +12923.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.66% | 609,740 | $35.5M | Add +3.2% |
| UBND Victoryshares Core Plus Bond | 5.57% | 1,603,758 | $34.9M | Add +328.4% |
| IUSV iShares Core S&P U.S. Value | 5.09% | 312,125 | $31.9M | Add +0.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 4.20% | 619,085 | $26.3M | New |
| IVV iShares Core S&P 500 ETF | 3.73% | 35,847 | $23.4M | Add +3.5% |
| SMLF iShares US Smallcap Equity F | 3.67% | 304,934 | $23.0M | Add +0.4% |
| QQQM Invesco Nasdaq 100 ETF | 3.45% | 91,046 | $21.6M | Add +439.3% |
| DGRO iShares Core Dividend Growth | 2.98% | 266,466 | $18.7M | Reduce -58.9% |
| AAPL Apple Inc. | 2.18% | 53,870 | $13.7M | Add +7.0% |
| IJH iShares Core S&P Midcap ETF | 2.07% | 191,867 | $13.0M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.68% | 18,208 | $10.5M | Reduce -4.2% |
| SCHB Schwab US Broad Market ETF | 1.51% | 378,312 | $9.5M | Add +2.5% |
| IXUS iShares Core Intl Stock ETF | 1.37% | 99,343 | $8.6M | Add +1.3% |
| IJR iShares Core S&P Small-Cap E | 1.21% | 60,947 | $7.6M | Reduce -0.5% |
| MSFT Microsoft Corp. | 1.13% | 19,222 | $7.1M | Add +4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.98% | 9,430 | $6.1M | Add +2.8% |
| VIG Vanguard Dividend Apprec ETF | 0.95% | 27,791 | $6.0M | Add +3.8% |
| FBND Fidelity Total Bond ETF | 0.80% | 109,810 | $5.0M | Reduce -1.7% |
| SCHF Schwab Intl Equity ETF | 0.80% | 201,972 | $5.0M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 0.76% | 16,528 | $4.8M | Add +9.6% |
| NVDA Nvidia Corp. | 0.74% | 26,532 | $4.6M | Add +22.1% |
| AMZN Amazon.com Inc. | 0.72% | 21,788 | $4.5M | Add +10.5% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.72% | 38,786 | $4.5M | Add +8.4% |
| SCHG Schwab US Large-Cap Growth | 0.65% | 138,994 | $4.0M | Add +4.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.64% | 47,552 | $4.0M | Reduce -79.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.64% | 9,189 | $4.0M | Add +3.0% |
| VOO Vanguard S&P 500 ETF | 0.63% | 6,654 | $4.0M | Add +8.4% |
| ILCG iShares Morningstar Growth E | 0.63% | 41,085 | $3.9M | Add +2.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.56% | 38,952 | $3.5M | Add +0.5% |
| ILCV iShares Morningstar Value Et | 0.52% | 35,064 | $3.3M | Add +1.0% |
| FENI Fidelity Enhanced Intl ETF | 0.52% | 87,170 | $3.2M | Add +21.7% |
| RSP Invesco S&P 500 Equal Weight | 0.49% | 16,116 | $3.1M | Reduce -1.5% |
| GLD SPDR Gold Shares | 0.49% | 7,187 | $3.1M | Add +17.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 6,370 | $3.1M | Add +5.4% |
| USTB Victoryshares Short-Term Bon | 0.48% | 59,038 | $3.0M | Add +65.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 8,544 | $2.7M | Add +10.1% |
| VDC Vanguard Consumer Staple ETF | 0.41% | 11,320 | $2.5M | Add +48.1% |
| MGEE Mge Energy Inc. | 0.39% | 31,731 | $2.5M | Add +9.5% |
| COST Costco Wholesale Corp. | 0.35% | 2,226 | $2.2M | Add +5.5% |
| MUB iShares National Muni Bond E | 0.33% | 19,231 | $2.0M | Add +2.8% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 15,685 | $1.8M | Reduce -0.7% |
| SCHD Schwab US DVD Equity ETF | 0.28% | 57,649 | $1.8M | Add +45.5% |
| TSLA Tesla Inc. | 0.27% | 4,604 | $1.7M | Add +6.5% |
| JPM JPMorgan Chase & Co. | 0.24% | 5,149 | $1.5M | Add +9.0% |
| LRCX Lam Research Corp. | 0.24% | 6,945 | $1.5M | Add +3.7% |
| VGT Vanguard Info Tech ETF | 0.23% | 2,050 | $1.4M | Add +7.2% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 9,768 | $1.4M | Add +0.2% |
| OEF iShares S&P 100 ETF | 0.22% | 4,328 | $1.4M | Add +5.3% |
| GOOG Alphabet Inc. Class C | 0.21% | 4,618 | $1.3M | Add +4.0% |
| VYM Vanguard High DVD Yield ETF | 0.21% | 8,885 | $1.3M | Add +20.1% |
| META Meta Platforms Inc. Class A | 0.21% | 2,268 | $1.3M | Add +16.3% |
| IEMG iShares Core MSCI Emerging | 0.20% | 18,175 | $1.3M | Add +4.3% |
| AVGO Broadcom Inc. | 0.19% | 3,933 | $1.2M | Add +18.5% |
| V Visa Inc. Class A | 0.18% | 3,772 | $1.1M | Reduce -0.9% |
| CGMU Cap Group Municipal Income | 0.18% | 41,778 | $1.1M | Add +5.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 22,900 | $1.1M | Add +5.5% |
| VDE Vanguard Energy ETF | 0.17% | 6,324 | $1.1M | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 0.17% | 10,475 | $1.0M | Add +14.1% |
| DE Deere & Co. | 0.16% | 1,772 | $998K | Reduce -0.4% |
| DHR Danaher Corp. | 0.16% | 5,229 | $991K | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.16% | 4,011 | $981K | Add +25.7% |
| LNT Alliant Energy Corp. | 0.16% | 13,567 | $974K | Reduce -31.4% |
| NFLX Netflix Inc. | 0.15% | 9,994 | $961K | Add +9.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 3,590 | $940K | Add +26.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 4,306 | $936K | Add +7.0% |
| XOM Exxon Mobil Corp. | 0.15% | 5,512 | $935K | Add +8.8% |
| BALT Inn Defined Wealth Shield | 0.15% | 27,537 | $922K | Add +5.8% |
| CAT Caterpillar Inc. | 0.15% | 1,286 | $911K | Add +40.4% |
| XLE SS Energy Select Sector | 0.14% | 14,723 | $902K | Add +47.5% |
| JEPI JPMorgan Equity Premium Inco | 0.14% | 15,704 | $890K | Add +28.2% |
| SLV iShares Silver Trust | 0.14% | 12,967 | $884K | Add +11.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.14% | 2,955 | $883K | Add +0.0% |
| SOXX iShares Semiconductor ETF | 0.14% | 2,668 | $877K | Add +20.9% |
| IMCG iShares Morningstar Mid-Cap | 0.13% | 10,695 | $842K | Add +12.6% |
| SCHM Schwab US Mid Cap ETF | 0.13% | 27,154 | $841K | Reduce -71.6% |
| IMCV iShares Morningstar Mid-Cap | 0.13% | 9,754 | $827K | Add +9.7% |
| XYLD Global X S&P 500 Cove Call E | 0.13% | 20,979 | $821K | Add +18.8% |
| HELO JPMorgan Hedged Equity ETF | 0.13% | 12,636 | $808K | Add +5.2% |
| LLY Eli Lilly & Co. | 0.12% | 848 | $780K | Add +10.0% |
| AMAT Applied Materials Inc. | 0.12% | 2,280 | $779K | Add +5.2% |
| XLC SS Comm Select Sector SPDR | 0.12% | 7,011 | $777K | Add +2.6% |
| CGCP Cap Group Core Plus Income | 0.12% | 34,745 | $776K | Add +5.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.12% | 7,929 | $747K | Add +11.6% |
| MUNI PIMCO Intermediate Municipal | 0.11% | 13,418 | $700K | Add +0.2% |
| CVX Chevron Corp. | 0.11% | 3,328 | $689K | Add +19.5% |
| MU Micron Technology Inc. | 0.11% | 1,960 | $662K | Add +23.3% |
| PG The Procter & Gamble Co. | 0.10% | 4,527 | $654K | Add +30.4% |
| FAST Fastenal Co. | 0.10% | 14,020 | $651K | New |
| IWM iShares Russell 2000 ETF | 0.10% | 2,609 | $647K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.10% | 10,114 | $633K | Add +0.8% |
| WMT Walmart Inc. | 0.10% | 4,968 | $617K | Add +82.1% |
| FTEC Fidelity MSCI Info Tech Indx | 0.10% | 2,959 | $616K | Add +4.1% |
| IVE iShares S&P 500 Value ETF | 0.10% | 2,829 | $597K | Reduce -0.3% |
| AGNC AGNC Investment Corp. | 0.09% | 58,130 | $583K | New |
| GRID First TRST Nasd Class Edg Sgiif | 0.09% | 3,548 | $580K | Add +137.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 7,606 | $571K | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,903 | $570K | Add +2.6% |
Portfolio Sells Q4 2025 → Q1 2026
| DGRO iShares Core Dividend Growth | Reduce -58.9% | 2.98% | −5.22 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -79.7% | 0.64% | −3.27 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.2% | 1.68% | −0.45 |
| SCHM Schwab US Mid Cap ETF | Reduce -71.6% | 0.13% | −0.39 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.0% | 2.07% | −0.27 |
| FBND Fidelity Total Bond ETF | Reduce -1.7% | 0.80% | −0.14 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.5% | 1.21% | −0.13 |
| LNT Alliant Energy Corp. | Reduce -31.4% | 0.16% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.5% | 0.49% | −0.08 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.7% | 0.28% | −0.07 |
| DHR Danaher Corp. | Reduce -0.8% | 0.16% | −0.06 |
| V Visa Inc. Class A | Reduce -0.9% | 0.18% | −0.06 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.06 |
| IGV iShares Expanded Tech-Softwa | Reduce -2.4% | 0.09% | −0.05 |
| CEG Constellation Energy | Sold out | 0.00% | −0.04 |
| AMD Advanced Micro Devices | Reduce -33.6% | 0.05% | −0.04 |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | Sold out | 0.00% | −0.04 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.04 |
| FHLC Fidelity MSCI Health Care | Sold out | 0.00% | −0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.04 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.04 |
| FDN First Trust DJ Internet Ind | Reduce -2.9% | 0.06% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -15.3% | 0.06% | −0.02 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -8.7% | 0.09% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -30.3% | 0.04% | −0.02 |
| PGR Progressive Corp. | Reduce -7.8% | 0.04% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -0.3% | 0.10% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -16.4% | 0.06% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.8% | 0.06% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -0.2% | 0.06% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -5.3% | 0.06% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -0.6% | 0.04% | −0.01 |
| FESM Fidelity Enhanced Small Cap | Reduce -0.5% | 0.08% | −0.01 |
| AAL American Airlines Group Inc. | Reduce -2.1% | 0.02% | −0.01 |
| PAUG Innovator U.S. Equity Power | Reduce -3.0% | 0.05% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -3.2% | 0.04% | −0.01 |
| PGX Invesco Preferred ETF | Reduce -0.5% | 0.05% | −0.01 |
| TSCO Tractor Supply Company | Reduce -0.0% | 0.03% | −0.01 |
| NRG NRG Energy Inc. | Reduce -0.8% | 0.03% | −0.01 |
| BALI Is US LRG CP Pre Inc. Act-Usd | Reduce -2.6% | 0.04% | −0.01 |
| LWLG Lightwave Logic Inc. | Sold out | 0.00% | −0.01 |
| VST Vistra Corp. | Reduce -1.2% | 0.03% | −0.01 |
| PAPR Innovator U.S. Equity Power | Reduce -2.1% | 0.05% | −0.01 |
| BPRE Bluerock Private Real Estate | Reduce -4.9% | 0.06% | −0.01 |
| XEL Xcel Energy Inc. | Reduce -2.5% | 0.04% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.1% | 0.04% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -1.0% | 0.08% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| FMDE Fidelity Enhanced Mid Cap Co. | Add +12923.2% | 7.03% | +6.97 |
| CGDV Cap Group Dividend Value | New | 4.20% | +4.20 |
| UBND Victoryshares Core Plus Bond | Add +328.4% | 5.57% | +4.07 |
| QQQM Invesco Nasdaq 100 ETF | Add +439.3% | 3.45% | +2.67 |
| USTB Victoryshares Short-Term Bon | Add +65.9% | 0.48% | +0.15 |
| VDC Vanguard Consumer Staple ETF | Add +48.1% | 0.41% | +0.11 |
| FAST Fastenal Co. | New | 0.10% | +0.10 |
| AGNC AGNC Investment Corp. | New | 0.09% | +0.09 |
| SCHD Schwab US DVD Equity ETF | Add +45.5% | 0.28% | +0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.06% | +0.06 |
| XLE SS Energy Select Sector | Add +47.5% | 0.14% | +0.06 |
| XSMO Invesco S&P Smallcap Momentu | New | 0.06% | +0.06 |
| WEC WEC Energy Group Inc. | New | 0.05% | +0.05 |
| IHE iShares US Pharmaceuticals E | New | 0.05% | +0.05 |
| GLD SPDR Gold Shares | Add +17.5% | 0.49% | +0.05 |
| GRID First TRST Nasd Class Edg Sgiif | Add +137.6% | 0.09% | +0.05 |
| CAT Caterpillar Inc. | Add +40.4% | 0.15% | +0.05 |
| KO The Coca-Cola Co. | New | 0.05% | +0.05 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.04% | +0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.04% | +0.04 |
| UOCT Innovator U.S. Equity Ultra | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +82.1% | 0.10% | +0.04 |
| ZECP Zacks Earnings Consistent Po | New | 0.04% | +0.04 |
| FENI Fidelity Enhanced Intl ETF | Add +21.7% | 0.52% | +0.04 |
| MRK Merck & Co. Inc. | New | 0.04% | +0.04 |
| XAR SS SPDR S&P Aerospace Def | Add +116.9% | 0.08% | +0.04 |
| XOM Exxon Mobil Corp. | Add +8.8% | 0.15% | +0.04 |
| UNOV Innovator U.S. Equity Ultra | New | 0.04% | +0.04 |
| VEA Vanguard Ftse Developed ETF | New | 0.04% | +0.04 |
| JNJ Johnson & Johnson | Add +25.7% | 0.16% | +0.04 |
| FVAL Fidelity Value Factor ETF | New | 0.04% | +0.04 |
| VZ Verizon Communications Inc. | New | 0.04% | +0.04 |
| VGIT Vanguard Intermediate-Term T | New | 0.04% | +0.04 |
| XLV SS Health Care Select Sector | New | 0.03% | +0.03 |
| CBSH Commerce Bancshares Inc. | New | 0.03% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +109.0% | 0.08% | +0.03 |
| CVX Chevron Corp. | Add +19.5% | 0.11% | +0.03 |
| FDVV Fidelity High Dividend ETF | New | 0.03% | +0.03 |
| LIN Linde PLC | New | 0.03% | +0.03 |
| VDE Vanguard Energy ETF | Add +0.9% | 0.17% | +0.03 |
| LRCX Lam Research Corp. | Add +3.7% | 0.24% | +0.03 |
| OUSA Alps Oshares US Quality Divi | Add +67.3% | 0.08% | +0.02 |
| MU Micron Technology Inc. | Add +23.3% | 0.11% | +0.02 |
| AMAT Applied Materials Inc. | Add +5.2% | 0.12% | +0.02 |
| COST Costco Wholesale Corp. | Add +5.5% | 0.35% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +20.9% | 0.14% | +0.02 |
| ORC Orchid Island Capital Inc. | New | 0.02% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +26.8% | 0.15% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +20.1% | 0.21% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +28.2% | 0.14% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 292 | $785.9M | IUSG, FMDE, BINC, UBND, DYNF |
| Q1 2026 | 220 | $627.0M | IUSG, BINC, FMDE, DYNF, UBND |
| Q4 2025 | 207 | $548.1M | IUSG, DGRO, BINC, DYNF, IUSV |
| Q3 2025 | 184 | $505.7M | IUSG, DGRO, BINC, DYNF, IUSV |
| Q2 2025 | 174 | $458.2M | IUSG, DGRO, BINC, IUSV, IJR |
| Q1 2025 | 157 | $405.1M | IUSG, DGRO, BINC, IUSV, IJR |
| Q4 2024 | 152 | $357.8M | DGRO, IUSG, IUSV, ONEQ, IVV |
| Q3 2024 | 148 | $337.6M | DGRO, IUSG, IUSV, IVV, ONEQ |
| Q2 2024 | 127 | $291.5M | DGRO, IUSG, IUSV, ONEQ, IVV |
| Q1 2024 | 124 | $276.5M | DGRO, IUSG, IUSV, IVV, ONEQ |